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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
12 funds of $250K or more; 17 lines in all, holding $16.7M of the plan's $17.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $7.2M | 43.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.5M | 26.9% |
| Fidelity OTC Portfolio Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.1M | 12.4% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $942K | 5.6% |
| Fidelity Managed Income Portfolio Fidelity (FMR) · Stable value Stable valueRecordkeeper's own fund | $573K | 3.4% |
| T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price · Mutual fund | $313K | 1.9% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $237K | 1.4% |
| Mutual Funds Neuberger Berman Equity Funds NB Genesis - TR CL Neuberger Berman · Collective trust | $182K | 1.1% |
| Columbia Dividend Income Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $179K | 1.1% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $139K | 0.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.